13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003518
Total Value
$3.66B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 3,250,000 | $448.1M | 12.25% |
| 2 | META PLATFORMS INC | META | 750,000 | $378.2M | 10.34% |
| 3 | COMCAST CORP NEW | CCZ | 9,500,000 | $372.0M | 10.17% |
| 4 | HCA HEALTHCARE INC | HCA | 1,150,000 | $369.5M | 10.10% |
| 5 | CONSTELLATION BRANDS INC | STZ | 1,300,000 | $334.5M | 9.14% |
| 6 | TEMPUR SEALY INTL INC | SGI | 7,000,000 | $331.4M | 9.06% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 1,500,000 | $327.3M | 8.95% |
| 8 | NEW YORK TIMES CO | NYT | 6,250,000 | $320.1M | 8.75% |
| 9 | BANK AMERICA CORP | 060505104 | 6,500,000 | $258.5M | 7.07% |
| 10 | SCHWAB CHARLES CORP | SCHW-PJ | 3,000,000 | $221.1M | 6.04% |
| 11 | TRANSDIGM GROUP INC | TDG | 165,000 | $210.8M | 5.76% |
| 12 | ECHOSTAR CORP | SATS | 2,072,305 | $36.9M | 1.01% |
| 13 | SOTERA HEALTH CO | SHC | 2,449,364 | $29.1M | 0.79% |
| 14 | GRAY TELEVISION INC | GTN-A | 4,092,063 | $21.3M | 0.58% |